Smart Money

Our regular summary of the capital markets. Check back each month for new updates.

Smart Money

July 31, 2020

Staying On Track Of Your #Goals

Smart Money

On or off-the-ice, hockey players recognize that they need to surround themselves with the best teammates, trainers, sports doctors, etc. to achieve their full potential. Accordingly, we are encouraged that players are also partnering with advisors to accomplish long-term financial success. The next step in the progression for players is to make certain they are working with a specialized advisor who is capable of executing the financial plan. To help the hockey community understand the services that should be offered in the context of a comprehensive financial program, the “I Have an Advisor” checklist provides a guide to ensure your advisor is keeping you on track.

"I Have An Advisor" Checklist